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Agran Libbie’s Schwab US REIT ETF SCHH Stock Holding History

Agran Libbie’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,476
Closed -$271K – 118
2016
Q2 		$271K Buy
12,476
+610
+5% +$12.6K 0.07% 116
2016
Q1 		$246K Buy
+11,866
New +$228K 0.06% 113

Other funds holding SCHH

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Agran Libbie's SCHH Position: Q3 2016 in Review

Agran Libbie sold out of Schwab US REIT ETF (SCHH) in Q3 2016, closing a stake of 12,476 shares — an estimated $271K sold.

Agran Libbie first reported a position in SCHH in Q1 2016 and held it in 2 quarters. The position peaked at $271K in Q2 2016. 188 funds tracked by Wall St. Rank hold SCHH as of Q3 2016.

  • Agran Libbie reported no remaining Schwab US REIT ETF position as of Q3 2016 after selling out during the quarter.
  • Agran Libbie sold 12,476 Schwab US REIT ETF shares in Q3 2016, an estimated $271K.
  • Agran Libbie first reported a position in Schwab US REIT ETF in Q1 2016 and held it in 2 quarters.
  • Agran Libbie's Schwab US REIT ETF position peaked at $271K in Q2 2016.
  • 188 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2016.

Based on Agran Libbie's 13F filing for Q3 2016, filed 20 Oct 2016.